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Stephen Takacsy, B. Eng, MBA, Chief Investment Officer and Portfolio Manager of Lester Canadian Equity Fund

 

Stephen Takacsy

Stephen joined in 2006 to help establish new investment policies at the firm and to manage equity and fixed income portfolios. Prior to this,  he managed the assets of Groupe Laurem, including the cash proceeds resulting from the growth and sale of the control block of one of Canada’s leading entertainment companies where he was Senior Vice President and Chief Financial Officer. Stephen has a diverse career in finance including Investment Banking at Richardson Greenshields and Corporate Banking at Royal Bank of Canada. He has extensive experience at analyzing and assessing the value of companies in many different industries and sizing up management and their business plans, a skill set that enhances our clients' returns. Stephen was Chairman of the Finance Committee of Loyola High School and a long time member of the school’s Board of Governors. He is currently a member of the Board of Governors of The Marianopolis Millennium Foundation and Chairman of its Investment Committee, as well as a director of BeaverTails Canada Inc.